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PSMVX vs VSIAX
PSMVX vs VSIAX Comparison
Open Charts PSMVX vs VSIAX
Principal SmallCap Value II R6
Price$10.86
Change+$0.39 (+3.72%)
VolumeN/A
Net Assets1.05B
Vanguard Small Cap Value Index Admiral
Price$82.75
Change+$2.93 (+3.67%)
VolumeN/A
Net Assets51.69B
PSMVX vs VSIAX Comparison Chart
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PSMVX vs. VSIAX commentary
May 13, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PSMVX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. PSMVX (1.05B). VSIAX pays higher dividends than PSMVX: VSIAX (2.34) vs PSMVX (1.46). PSMVX was incepted earlier than VSIAX: PSMVX (10 years) vs VSIAX (14 years). PSMVX (0.91) is less costly to investors than VSIAX (0.07). PSMVX is a more actively managed with annual turnover of: 73.90 vs. VSIAX (16.00). PSMVX has a lower initial minimum investment than VSIAX: PSMVX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : -0.72 vs. PSMVX (-14.14). VSIAX return over 5 years is better than : 108.22 vs. PSMVX (52.93).
| PSMVX | VSIAX | PSMVX / VSIAX | |
| Total Expense Ratio | 0.88 | 0.07 | 1,257% |
| Annual Report Gross Expense Ratio | 0.91 | 0.07 | 1,300% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -8.877 | -6.127 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 51.7B | 2% |
| Annual Yield % from dividends | 1.46 | 2.34 | 62% |
| Returns for 1 year | -14.14 | -0.72 | 1,969% |
| Returns for 3 years | -7.73 | 17.11 | -45% |
| Returns for 5 years | 52.93 | 108.22 | 49% |
| Returns for 10 years | -15.95 | 77.30 | -21% |
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